Release Notes - 19 December 2025

Activities & Delegation

Delegation Progress Options

We have added new 'delegation progress' options, allowing users to segment activities according to real-time priorities. Options include:

• To do
• In progress
• On hold 
• Awaiting hire
• Completed

The 'Win-Win' of Delegating 

Delegation is the bridge between effort and achievement. The effort you put into delegation today delivers lasting rewards - growth, efficiency, and empowerment. 

To enhance your motivation for delegation, we have added a field to record the positive impact for delegating an activity - the win-win! As you list tasks to accomplish before you can delegate, take it a step further and record the positive impact for you and the recipient.

Link Policies & Procedures to Activities 

The second step in effective delegation is creating clear guidelines - Standard Operating Procedures (SOPs) - that outline each step, minimise confusion, and foster independence.  

You can now link SOPs in Policies & Procedures directly to activities, so tracking progress is simple. Once a policy is approved and finalised, users are ready to train and delegate. 

Go to Execute > Activities & Delegation

1. Click on 'Actions' then '+ Add activity' or edit an existing activity. 
   
   
    
2. Click on '+ Link policy'. 
   
   
    
3. Select a policy from the dropdown list. 
   NB* If your user role has permission to create policies, you can create a draft policy and follow it through to completion. 
4. Click on 'Add' to link the policy.
   
   
    
5. Click on 'Update' to save changes to the activity. 
   
   
    
6. When an SOP is attached to an activity, users will see a document icon next to the activity title. 

Archive Activities

Users now have the ability to archive old activities. 

Go to Execute > Activities & Delegation

1. Click on edit an existing activity.
   
   
    
2. In the 'Status' field, select 'Archive' from the dropdown list.
3. Click on 'Update'. 
   
   
    
4. To view archived activities, click the 'Filter' button.
5. Click the 'Show Archived' checkbox.
   NB* In a future update, the same filter will be applied to the time breakup/chart view.